For U.S. law firms
Law Firm
Bookkeeping
Catch up. Keep up.
Catch up on overdue books or get monthly bookkeeping for your firm. We reconcile operating accounts and provide IOLTA three-way trust reconciliation when included in your firm’s agreed scope.
- Fixed fee. Clear scope.Know what’s included before work begins.
- Bookkeeping handled by email.No calls or meetings to fit into your day.
- Your own client portal.Access completed reports and check your project status.
Start with a short form. Your quote follows after we confirm the scope and records needed.
Works with the tools your firm already uses
Don’t see your software listed? We can also work from practice-management exports, bank and trust account statements, or spreadsheets.
Who It’s For
When Your Firm Needs Bookkeeping Support
From overdue books to ongoing monthly work, here are some of the situations we can help with.
Books Months or Years Behind
We work through your backlog in order, reconciling accounts and organizing your records into clear financial reports.
Ongoing Monthly Bookkeeping
We categorize transactions, reconcile accounts, and prepare monthly financial reports to help you keep track of your firm’s finances.
Trust Records That Don’t Reconcile
We reconcile your bank statement, trust ledger, and individual client ledgers, investigate differences, and document corrections supported by your records. If information is missing, we explain what’s needed to complete the reconciliation.
Bookkeeping Records Needed by a Deadline
Tell us what you need and when. Before you commit, we review the scope and confirm whether we can meet your deadline.
Tell us what your firm needs.
Catch-up work, monthly support, or a different bookkeeping need — tell us what you’re looking for.
Get My Fixed-Fee QuoteYour Deliverables
What You’ll Receive
Reconciled books and clear financial reports for your firm, ready to review and share with your tax preparer.
For your firm’s books
- Reconciled operating accounts
- Categorized transactions
- Profit & Loss statement
- Balance Sheet
For trust accounts included in your scope
- Three-way reconciliation reports
- Individual client trust ledgers
Catch-up work covers the periods in your quote. Monthly bookkeeping provides reports for each completed month.
Tax filing is not included.
Profit & Loss
Q1 2026 · Sample
Balance Sheet
At March 31, 2026 · Sample
Reconciliation Summary
Sample reports · Fictional data
How It Works
How Our Law Firm Bookkeeping Service Works
Three steps to get started, all by email.
Tell Us What Your Firm Needs
Complete the short form with a few details about your firm and the bookkeeping help you need. Then reply “YES” to our confirmation email to confirm your request.
Review Your Scope and Fixed Fee
We review your information and follow up by email for any records or details needed to quote. Once we have what we need, we send your scope, fixed fee, and proposed timeline within 1–2 business days.
We Get to Work
After you approve the quote and payment is confirmed, we schedule your bookkeeping. Your completed financial reports will be available in your client portal, where you can also check your project status. For ongoing service, we update your books and prepare reports each month.
Your Client Portal
Your Financial Results, Clearly Organized
Once your books are complete, your client portal brings together your financial overview and downloadable reports. You can also check the project stage and find your engagement and payment details in one place.
See the financial picture Review key figures and charts for the completed period, including revenue, expenses, and net income.
Access your completed reports Download your financial reports for your own review or to share with your tax preparer.
Keep the details together Check the project stage, review the agreed service period, and find your payment records and receipts.
Everything by Email
Know What Happens Next
We handle your bookkeeping and keep you informed. When we need your input, we explain what’s needed and what happens next.
A new deposit in our trust account
Attached is last month’s trust account statement. We received a $10,000 advance payment for the Smith matter. Could you check that it matches our records?
trust-statement.pdfThe Trusty Books
to partner@yourfirm.com
Thanks for sending this. Please send the trust ledger for the Smith matter so we can check it against the statement. If we find a difference, we’ll let you know what needs clarification.
Managing partner
Attached is the Smith trust ledger. Let me know if you need anything else.
smith-trust-ledger.pdfSample exchange · Fictional details
Leave the Bookkeeping to Us
More Time for Your Firm. Less Time on the Books.
We handle your catch-up or monthly bookkeeping, from reconciling accounts to preparing financial reports, so you can spend less time on bookkeeping and more time running your firm.
Get My Fixed-Fee Quote →Short form · No phone calls
Get My Fixed-Fee Quote
🔒 Your firm’s — and your clients’ — information is handled securely and confidentially, and only shared with the service providers needed to process your request.
Common Questions
Frequently Asked Questions
Pricing & Scope
How much does law firm bookkeeping cost?
Your fixed fee depends on the work needed, the periods covered, the number of accounts, and transaction volume.
We review your records and confirm the scope and fee before work begins. If additional work is needed, we discuss the scope and fee with you before proceeding.
Can I start with monthly bookkeeping?
Yes. You can request monthly bookkeeping without booking a catch-up project first.
We review your current records and let you know if any earlier periods need attention before monthly work can begin.
Do you reconcile IOLTA and other trust accounts?
Yes, when included in your agreed scope.
We compare bank statements, trust accounting records, and individual client ledgers, investigate differences, and document corrections supported by your records. If information is missing, we explain what is needed.
Your firm remains responsible for trust-account compliance. We do not provide legal or compliance advice.
Will you move money from our accounts?
No. We record and reconcile transactions; we do not initiate transfers or take control of client funds.
Your firm retains control of its bank accounts and authorizes any movement of money.
Are payment plans available for catch-up projects?
For larger catch-up projects, we can discuss phased work and payments. Any agreed payment schedule is included in your quote before you decide to proceed.
Rush projects require full payment upfront.
What’s not included?
Our service covers bookkeeping and reconciliation.
We do not provide tax return filing, tax advice, payroll processing, payroll tax filing, audit services, IRS representation, sales tax services, or legal or compliance advice.
We can prepare bookkeeping records and financial reports within your agreed scope for you to share with your tax preparer or in response to a records request. We do not conduct audits, represent your firm in an audit, or advise on audit responses.
Getting Started & Timing
What happens after I request a quote?
Reply “YES” to the confirmation email to confirm your request.
We review your details and email you about any records needed, such as bank statements or trust ledgers.
Once we have what we need, we send the scope, fixed fee, and proposed timeline within 1–2 business days.
Replying “YES” does not commit you to a paid service. Work is scheduled after you approve the quote and payment is confirmed.
What software can you work with?
We work with QuickBooks Online and other supported cloud accounting tools, including Xero. We can also review practice-management exports, bank statements, and spreadsheets.
Tell us what you use, and we’ll confirm how we can work with your records before quoting.
We do not provide bookkeeping in QuickBooks Desktop.
How long will the work take?
For catch-up projects, standard timelines start at three weeks and depend on scope, available records, and our schedule.
If you have a deadline, include it in your request so we can confirm whether we can meet it before you commit.
For monthly bookkeeping, we agree on the start date and reporting schedule before work begins.
Know the Scope, Fee, and Timeline Before Work Begins.
Tell us what bookkeeping help your firm needs. We’ll review your information and follow up by email to prepare your fixed-fee quote.
Get My Fixed-Fee Quote →No obligation to proceed.